The FT Adviser have recently published this article written by our CEO Dash Ormond. Why are so many firms abandoning the defined benefit transfer market, LEBC being the most recent? To understand, you need to go back to when it all started. In 2015, then-chancellor...
The FT Adviser have recently published this article written by our own Managing Director Tim Flippance. Following the release of a recent survey by Aegon, it has become increasingly clear that more and more IFAs are rejecting the defined benefit transfer market to...
The FT Adviser have recently published this article written by our own Managing Director Tim Flippance. While defined benefit pension transfers have always been a notoriously slow process, in recent years timescales have increased markedly. In 2020, prior to the ban...
The FT Adviser have recently published this article written by our own Managing Director Tim Flippance. Describe the challenges with abridged advice on DB transfers. Explain when a client might get a negative result. Identify the impact of a large cash equivalent...
Defined Benefit Pension Transfer Advice Defined Benefit Pension Transfer Values 2023 Will transfer values go back up? This is a question a lot of people are asking at the moment because most have seen their own transfer values reduce from where they were a year ago....
Over the past few months there has been a lot of noise in the press about defined benefit pension transfer advice. The FCA are concerned that consumers are receiving bad advice from advisers when it comes to making decisions on transfers out of their defined benefit...
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